Appleton Partners’s Global X US Preferred ETF PFFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$778K	Sell	42,309 -13,227	-24%	-$253K	0.05%	155
2025 Q4	$1.05M	Sell	55,536 -29,640	-35%	-$567K	0.07%	141
2025 Q3	$1.66M	Sell	85,176 -129,245	-60%	-$2.5M	0.11%	118
2025 Q2	$4.04M	Sell	214,421 -13,008	-6%	-$242K	0.29%	81
2025 Q1	$4.33M	Buy	227,429 +9,300	+4%	+$183K	0.33%	77
2024 Q4	$4.26M	Buy	218,129 +10,162	+5%	+$207K	0.31%	79
2024 Q3	$4.32M	Buy	207,967 +2,898	+1%	+$58.3K	0.32%	84
2024 Q2	$4.04M	Buy	205,069 +2,291	+1%	+$45K	0.31%	82
2024 Q1	$4.09M	Buy	202,778 +6,142	+3%	+$123K	0.32%	84
2023 Q4	$3.81M	Buy	196,636 +4,333	+2%	+$80.6K	0.31%	83
2023 Q3	$3.62M	Buy	192,303 +7,838	+4%	+$150K	0.32%	81
2023 Q2	$3.58M	Buy	184,465 +8,602	+5%	+$167K	0.3%	83
2023 Q1	$3.49M	Buy	175,863 +37,310	+27%	+$767K	0.31%	80
2022 Q4	$2.68M	Buy	138,553 +59,283	+75%	+$1.18M	0.25%	92
2022 Q3	$1.63M	Buy	79,270 +21,521	+37%	+$465K	0.16%	120
2022 Q2	$1.23M	Buy	+57,749	New	+$1.25M	0.12%	140